Group 1 - Lemons are considered essential in culinary practices, especially in seafood cooking, highlighting their cultural significance [1] - The author has extensive experience in foreign policy research and investment analysis, focusing on deep-discount value plays and underappreciated companies [1] - The author's investment philosophy is influenced by contrarian investment strategies, particularly those of David Dreman [1] Group 2 - There are no disclosed stock positions or plans to initiate any positions in the companies mentioned, indicating an unbiased perspective [2] - The article expresses personal opinions and is not influenced by compensation from companies mentioned [2] - Seeking Alpha emphasizes that past performance does not guarantee future results and that opinions may not reflect the views of the platform as a whole [3]

Overview of Nvidia's GDC 2025 - Nvidia is driving breakthroughs across industries with accelerated computing, addressing challenges beyond the capabilities of normal computers [1] - Nvidia's Inception program supports AI startups by providing technical training, VC network access, and product pricing benefits [6] AI Startup Innovations - Nayam Biologics uses genomics, chemistry, and AI to develop therapeutics for cancer, cardiovascular conditions, metabolic disorders, and neurodegenerative diseases [2] - Nayam Biologics' drug discovery platform accelerates traditional timelines by 80% using ambidia rabbits, cuda, bioimmo, and tensorati to screen millions of natural compounds [3] - No X enables designers and manufacturers to generate digital twins of fabrics, accelerating development and streamlining supply chains [4] - Paul innovation developed a collision warning system for Gausong light rail, using camera data and sensors for 3D object tracking [4] - AI robot's Ellis 4 model uses Nvidia Jetson Orin NX to reduce energy requirements and proprietary linear actuators to reduce robot manufacturing costs [5] - ERICO's platform uses jetpack with replicator and tensor RT to automate recycling facilities, decreasing sorting costs and maximizing the value of recovered materials [6] Impact and Future Directions - AI technology is poised to provide critical services in manufacturing, healthcare, and logistics [5] - Nvidia aims to push the frontiers of AI and create solutions that will shape the future of technology and society [7] - ERICO's platform helps countries reach recycling goals set by global sustainability initiatives, contributing to the circular economy [6]

关注、加星，第一时间接收推送！ 文 | 赵伟、陈达飞、李欣越、王茂宇、赵宇 联系人 | 陈达飞 摘要 2025年上半年，全球宏观经济最大的预期差是"美国例外论"被证伪，原因包括Deepseek时刻、特朗普关税 冲击和美国财政约束。下半年，关税谈判的潜在反复、滞胀预期的验证和《美丽大法案》（One Big Beautiful Bill Act）的落地相互交织，如何把握短期交易节奏、理解"美国否定论"叙事下的全球资金再平衡 的趋势？ 一、叙事切换：从"美国例外论"到"美国否定论" 2025年上半年，全球宏观经济整体平稳，关税扰动导致全球工业生产和商品贸易"前置"。 2025年1-3月，标 普全球制造业PMI连续3个月运行于50荣枯线以上（50.1、50.6和50.3），4月重回49.8。商品贸易量价呈V 型，截止到5月底，商品贸易价格增速已恢复至年初水平。 然而，美国对等关税引发的新一轮全面贸易冲突为下半年的商品贸易、工业生产和经济增长蒙上了"阴 影"。 IMF 4月世界经济展望下修2025年全球GDP增速预测至2.8%，较1月下降了0.5个百分点。其中，美国 从2.7%下调到1.8%，欧元区从1%下调到0.8% ...

Michael Wiggins De Oliveira is an inflection investor. This means buying into cheap companies at the moment when their narrative is changing and the business is on a path toward becoming significantly more profitable over the next year.With a focus on tech and “the Great Energy Transition (including uranium)”, Michael runs a concentrated portfolio with approximately 15 to 20 stocks and an average holding period of 18 months. Through his 10+ years analyzing countless companies, Michael has accumulated outsta ...

Asia Value & Moat Stocks is a research service for value investors seeking Asia-listed stocks with a huge gap between price and intrinsic value, leaning towards deep value balance sheet bargains (i.e. buying assets at a discount e.g. net cash stocks, net-nets, low P/B stocks, sum-of-the-parts discounts) and wide moat stocks (i.e. buying earnings power at a discount in great companies like "Magic Formula" stocks, high-quality businesses, hidden champions and wide moat compounders). Sign up here to get starte ...

Environmental Sustainability & Ocean Conservation - The industry emphasizes the importance of switching to environmentally friendly fuels to reduce heavy pollution from shipping [1] - Protecting marine life is a priority [1] - Deep sea mining is viewed skeptically due to ecological concerns [1] - Protecting 30% of the oceans can allow for sustainable fishing in the remaining 70% [5] - The industry highlights the need to avoid actions that "rape and pillage" the environment [3] Economic & Business Considerations - Responsible business practices should be regulated by responsible leaders [7] - Protecting the environment is a good investment for businesses [12] - Tariffs are seen as inflationary and causing economic distress [11] - A transition to green energy is essential for lowering the cost of living and increasing the standard of living [17] - The cost of transitioning to green energy is comparable to annual spending on fossil fuels, suggesting a quick payback [19] Energy Transition & Resource Management - There's a need for more copper and lithium for the energy transition [13] - The company is approached by countries with large copper and lithium deposits to lead responsible mining initiatives [14] - Green hydrogen projects faced delays due to concerns about cost of living [16] - The company is investing in green steel production [17]

证券研究报告 | 浙商早知道 报告日期：2025 年 06 月 09 日 浙商早知道 2025 年 06 月 09 日 ：张延兵 执业证书编号：S1230511010020 ：021-80106048 ：zhangyanbing@stocke.com.cn 重要推荐 【浙商计算机 刘雯蜀/童非】优刻得（688158）公司深度：从响应 DeepSeek 看优刻得，云计算价值重估进行时— —20250606 重要观点 http://www.stocke.com.cn 1/5 请务必阅读正文之后的免责条款部分 【浙商 ESG 祁星】深度研究：ESG 体系下的 AI 研究（一）：多维投资增效，防范伦理风险——20250605 【浙商固收 覃汉/陈婷婷】债券市场专题研究：对于 6 月资金面的思考——20250605 【浙商固收 覃汉/郑莎】债券市场专题研究：近期焦煤上涨对债市是否有影响？ ——20250606 【浙商策略 廖静池/王大霁/李沛】A 股策略周报："上下两难"盘面焦灼，持原仓、盯券商——20250607 1.1 【浙商计算机 刘雯蜀/童非】优刻得（688158）公司深度：从响应 DeepSeek 看优刻得， ...

策 略 研 究 华福证券 TMT 板块多主题出现优秀形态 团队成员 投资要点： 策 略 定 期 报 告 主题投资数据库旨在筛选优秀量价形态的主题机会，把握热门主题的 见顶节奏、龙头股的调整程度。在 3/9 发布的《主题投资的下半场决胜法 则》中，我们构建了主题投资的数据追踪体系。我们专注于 2 方面：1）4 种形态量化筛选，高赔率的主题机会；2）构建交易热度指标，把握热门主 题的见顶节奏，并最新增加了龙头股的调整程度观察。后续，我们将定期 更新主题投资数据体系。我们希望通过这种偏量化的方式，给予投资者更 客观的参考，把握住主题投资的行情节奏。 TMT 板块多主题出现优秀形态。本期走出见底、突破、主升、加速的 主题指数数量分别有 1、15、20、2 只。其中，1 只见底形态的主题指数属 于电力设备行业，15 只突破形态的主题指数中，行业多为计算机（7 只）。 20 只主升形态的主题指数中包含通信行业（6 只）、电子行业（4 只）和 有色行业（3 只），而 2 只加速形态的主题指数分别属于通信行业、电子 行业。 人形机器人主题交易热度下降，Deepseek 主题交易热度回升；对应龙 头股收盘价仍低于 MA60 的 ...

6月6日，2025年全国高考开启。今年全国共有1335万人报名参加高考，同时今年也是全国新 高考模式落地省份最多的一年。 今年的高考将有几大变化，将产生哪些重要影响？本期《财经早察》联动《「教」量》栏 目，在高考考场外带来一线解读。 出品：财经早察工作室 总统筹：邓红辉 执行统筹：陈晨星 祝乃娟 监制：洪晓文，曾婷芳 主播： 王峰 视频实习编辑：陈泽锴 设计：陈珊 陈国丽 SFC 本期编辑 金珊 21君荐读 热搜爆了！高考作文很抽象？看完DeepSeek、豆包等AI写的作文，很多人沉默了..... "考场出来沉默了"，高考数学爆上热搜 职业本科，高考新宠 ...

点击图片查看完整路演回放↑↑↑ 6月4日，我们非常荣幸地邀请到了深圳市日斗投资管理有限公司的创始人、董事长王文先生做客私募排排网直播间， 王总深入剖析了当前资本 市场的关键趋势， 从人工智能产业的突破性进展，到港股市场的投资机会，再到消费行业的价值挖掘， 为我们带来了一场精彩纷呈的投资盛 宴。王总特别提到"期待中国股票市场的DeepSeek崛起时刻"，这一新颖比喻引发了广泛共鸣。以下小编整理出来的直播精华片段： （ 点击图片 查看完整直播回放 ） Q：王总，您近期提到"期待中国股票市场的DeepSeek崛起时刻"，这个比喻非常新颖，能否请您解释一下，什么是"DeepSeek崛起时刻"？ （ 点 击蓝字查看完整直播回放 ） 王文：今年春节期间，市场对贸易战的担忧情绪较为浓厚。与此同时，Deepseek公司的崛起改变了市场对中国人工智能产业的认知。此前普遍 认为中国人工智能技术与美国存在十年以上的差距，数字鸿沟难以逾越 。但Deepseek的出现证明中美技术差距远比预期要小，这显著增强了市 场对中国科技实力的信心。 从供给端观察，在A股IPO节奏调整的背景下，港股市场承接了大量内地优质企业的上市需求，为投资者提供 ...